Deal ManagementEasy30 seconds
How to View Deal Timeline in HubSpot
Learn how to see the complete history of deal progression in HubSpot. Compare scrolling through records with Shabe's instant timeline view.
The HubSpot Way
Multiple clicks through menus and forms:
Open deal → View timeline → Filter by activity type → Scroll through history
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"Show me timeline for the Acme deal"
⚡ Instant results in seconds
Why Deal Timeline Matters
Understanding deal progression helps:
- Identify bottlenecks - where deals stall
- Forecast accurately - velocity indicators
- Coach reps - see activity patterns
- Handoff context - when deals change owners
The Traditional HubSpot Way
- Find and open the deal
- Scroll through timeline
- Filter by activity type
- Click to expand activities
- Review stage changes
- Check associated contacts/companies
The Shabe Way
"Show me timeline for the Acme deal"
Shabe returns chronological history with key milestones.
Query Examples
"What's the timeline for BigCo deal?"
"Show stage progression for deal #12345"
"How long has the TechCorp deal been in demo?"
"List all activities on the enterprise deal"
Key Insights
Shabe highlights:
- Stage changes and duration
- Key activities (calls, meetings, emails)
- Engagement patterns
- Owner changes
- Associated records
Deal Velocity
"How fast is the Acme deal moving?"
"Compare timeline to average deal cycle"
"Show deals with similar progression patterns"
Forecasting from Timeline
"Based on timeline, will this deal close on time?"
"Show historical win rate for deals at this stage this long"
"Alert me if deal stalls for 7+ days"
Get Started
Connect HubSpot to Shabe for instant deal timeline insights.
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Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.